Todd D. Quinn

ARISTA WEALTH MANAGEMENT

Draper, UT 84020

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CRD#: 4254170

Professional summary

Todd Donaldson Quinn is a registered financial advisor currently at ARISTA WEALTH MANAGEMENT, LLC located in Draper, Utah.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[1] Silverstone Private Wealth; Investment Related; Draper, UT; dba of Axxcess Wealth Management, LLC 03/2023. [2] Insurance Agent; Not investment related; Draper, UT; Insurance Sales; Agent; 11/2014; Approximately 17 hours per month, all of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Donaldson Quinn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 20, 2024 - Present

ARISTA WEALTH MANAGEMENT, LLC

Office #1: 11845 South 700 East Ste. 201, Draper, UT 84020Office #2: 527 East Pioneer Rd, Suite 220, Draper, UT 84020

RIA

CRD#: 141504

Draper, UT

Past

February 27, 2023 - March 29, 2023

PETERSON ROGERS PRIVATE WEALTH, LLC

RIA

CRD#: 324001

LEHI, UT

Past

September 23, 2022 - July 22, 2024

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Draper, UT

Past

August 10, 2012 - September 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALT LAKE CITY, UT

Past

May 22, 2012 - September 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALT LAKE CITY, UT

Past

April 16, 2009 - May 25, 2012

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

LAS VEGAS, NV

Past

March 1, 2007 - December 31, 2008

SILVERSTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 143258

LAS VEGAS, NV

Past

May 7, 2003 - July 18, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

LAS VEGAS, NV

Past

May 7, 2003 - July 18, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

LAS VEGAS, NV

Past

January 27, 2003 - April 24, 2003

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

LOS ANGELES, CA

Past

January 17, 2003 - April 24, 2003

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

October 9, 2000 - January 17, 2003

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/20/2024)

IAR

Utah
(6/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/16/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2000

General Securities Representative Examination

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

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Contact information

Main Address

8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

Mailing Address

Phone number

(702) 309-9970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,883
AUM (Assets Under Management)	$ 1,028,543,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Todd D. Quinn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Donaldson Quinn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETERSON ROGERS PRIVATE WEALTH, LLC

AXXCESS WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHERN TRUST SECURITIES, INC.

SILVERSTONE WEALTH MANAGEMENT, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

Primary Firm SEC Registration

ARISTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2012

Series 63

Date: 10/22/2010

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2000

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARISTA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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